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Proposal Life-cycle Tracking

With a proposal system you can gain valuable insight after the proposal is sent. At a glance on the manage screen you can see exactly which proposal have been sent, viewed, or approved. If you are using PDF files for your proposals right now you lose all insight as soon as your rep hits send.

Reps and managers have been able to strategise at a higher level knowing which prospects to follow up with who have not viewed a proposal and hot prospects where the proposal has circulated the company.

Real Time Sales Reports

Most sales reports are based on the data that the reps enter. Sales reporting can be much more valuable if they are based on prospect actions. Paperless Proposal updates sales reports based on prospect actions, so when a prospect is sent a proposal, views a proposal or approves a proposal the pipeline report is updated.
 

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To contact Paperless Proposal Inc about Real Time Sales Reports use Get a quote.